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LCBDX vs VIVAX
LCBDX vs VIVAX Comparison
Open Charts LCBDX vs VIVAX
ClearBridge Tactical Dividend Income IS
Price$25.16
Change-$0.10 (-0.40%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.72
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
LCBDX vs VIVAX Comparison Chart
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LCBDX vs. VIVAX commentary
Nov 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LCBDX is a Buy and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. LCBDX (375M). LCBDX pays higher dividends than VIVAX: LCBDX (3.66) vs VIVAX (2.25). LCBDX was incepted earlier than VIVAX: LCBDX (12 years) vs VIVAX (32 years). LCBDX is a more actively managed with annual turnover of: 57.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than LCBDX: VIVAX (3000) vs LCBDX (1000000). LCBDX annual gain was more profitable for investors over the last year : 27.74 vs. VIVAX (25.55). LCBDX return over 5 years is better than : 70.58 vs. VIVAX (50.81).
| LCBDX | VIVAX | LCBDX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | 19.495 | 17.912 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 184B | 0% |
| Annual Yield % from dividends | 3.66 | 2.25 | 163% |
| Returns for 1 year | 27.74 | 25.55 | 109% |
| Returns for 3 years | 29.46 | 21.58 | 137% |
| Returns for 5 years | 70.58 | 50.81 | 139% |
| Returns for 10 years | 78.15 | 110.46 | 71% |
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